BK icon

Bank of New York Mellon

1,484 hedge funds and large institutions have $50.8B invested in Bank of New York Mellon in 2025 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 524 increasing their positions, 547 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
+63
Holders Change %
+4.43%
% of All Funds
20.16%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.35%
New
170
Increased
524
Reduced
547
Closed
90
Calls
$299M
Puts
$179M
Net Calls
+$121M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Shares
Change %
AWP
526
Ascent Wealth Partners
New York
$2.21M -$419 -5 -0%
WCA
527
Waratah Capital Advisors
Ontario, Canada
$2.21M +$2.21M +26,317 New
FMTC
528
Farmers & Merchants Trust Company
California
$2.2M +$59.6K +711 +3%
CAM
529
Councilmark Asset Management
Tennessee
$2.2M
EF
530
Empirical Finance
Pennsylvania
$2.19M +$39.4K +470 +2%
PS
531
Principal Securities
Iowa
$2.17M
P
532
Pitcairn
Pennsylvania
$2.17M +$2.52K +30 +0.1%
SM
533
Sciencast Management
New Jersey
$2.16M -$1.15M -13,736 -35%
GWM
534
Geneos Wealth Management
Colorado
$2.16M +$1.36M +16,184 +169%
HWAM
535
Hennion & Walsh Asset Management
New Jersey
$2.15M +$1.13M +13,503 +112%
ASN
536
Advisory Services Network
Georgia
$2.14M -$581K -6,933 -21%
WFC
537
Western Financial Corp
California
$2.12M +$1.75M +20,813 +467%
FWCM
538
Ferguson Wellman Capital Management
Oregon
$2.1M +$33.5K +400 +2%
PAM
539
Paradigm Asset Management
New York
$2.1M
AF
540
Allworth Financial
California
$2.08M -$18.1K -230 -0.9%
OIA
541
OneDigital Investment Advisors
Kansas
$2.06M -$69K -823 -3%
CAM
542
Carret Asset Management
New York
$2.04M
IGAM
543
iA Global Asset Management
Quebec, Canada
$2.04M +$75.8K +904 +4%
VNA
544
Valley National Advisers
Pennsylvania
$2.03M -$121K -1,448 -6%
MYAM
545
Meiji Yasuda Asset Management
Japan
$2.02M -$114K -1,360 -5%
LOIP
546
Live Oak Investment Partners
Texas
$2.02M +$2.02M +24,031 New
GFPC
547
Global Financial Private Client
Florida
$2.01M -$142K -1,689 -7%
William Blair & Company
548
William Blair & Company
Illinois
$2.01M -$58.1K -693 -3%
Millennium Management
549
Millennium Management
New York
$2M -$85M -1,012,959 -98%
AWM
550
Allen Wealth Management
North Carolina
$1.99M +$84 +1 +0%